Murphy Middleton Hinkle & Parker’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Murphy Middleton Hinkle & Parker’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Hold	3,184	–	–	0.21%	93
2026 Q1	$450K	Sell	3,184 -8,044	-72%	-$1.19M	0.21%	100
2025 Q4	$1.71M	Buy	11,228 +8,044	+253%	+$1.19M	0.83%	34
2025 Q3	$464K	Hold	3,184	–	–	0.23%	96
2025 Q2	$388K	Hold	3,184	–	–	0.22%	100
2025 Q1	$388K	Hold	3,184	–	–	0.22%	100
2024 Q4	$410K	Hold	3,184	–	–	0.23%	98
2024 Q3	$402K	Hold	3,184	–	–	0.22%	105
2024 Q2	$380K	Hold	3,184	–	–	0.22%	103
2024 Q1	$366K	Hold	3,184	–	–	0.21%	106
2023 Q4	$334K	Hold	3,184	–	–	0.21%	108
2023 Q3	$299K	Hold	3,184	–	–	0.19%	112
2023 Q2	$310K	Hold	3,184	–	–	0.19%	110
2023 Q1	$288K	Buy	+3,184	New	+$282K	0.18%	121

Other funds holding ESGU

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's ESGU Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,184 shares worth $521K. The position accounts for 0.21% of the portfolio, ranked #93.

Murphy Middleton Hinkle & Parker first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2025. 168 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Murphy Middleton Hinkle & Parker held 3,184 shares of iShares ESG Aware MSCI USA ETF worth $521K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.21% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #93 holding.
Murphy Middleton Hinkle & Parker first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
Murphy Middleton Hinkle & Parker's iShares ESG Aware MSCI USA ETF position peaked at $1.71M in Q4 2025.
168 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.